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. sector analysis is particularly important technology. people confuse this gigantic group of stocks which comprises more than 15% of the s & p 500 constantly. tech is a whole group of markets. infrastructure stocks, assemblers, each have a separate growth rate. here i like to look at the earnings per share growth rate of the companies i follow versus the individual prices of the sector. the sector growth rate doesn't work even though people keep trying to use it. cloud stocks, for example, are highly valued. price rates to growth earnings are extreme. that means there's no room for error, a chink that could upset the growth rate. in 2011 one of my favorite cloud stocks -- it got pancaked and stayed ugly for a long time. why? because it underperformed its portion of the technology sector even as its growth rate would have been outstanding for say a personal computer-related stock or a disc drive, a semiconductor or cell phone company. these days knowing what the sector is isn't enough. you need to know the subsector. you need to know how your company stacks up against the growth rate of th
without fail. as all things technology rallied close to the holidays, the corporate technology budget flush, this year, not happening at all. tech has been getting slaughtered. is this a temporary problem or something more permanent, more persistent happening out there? perhaps being caused by the decline of the desk top? the whole tech sector needs a checkup. no better place than avnet. avnet is the ultimate thermometer around. this company i like to call the biggest supermarket of tech on earth. the distributor of electronic components and one of the largest distributors of hardware. and they preannounced on the downside, the stock just got obliterated. more important, a powerful sign of tech's weakness, and today, the company reported, and avnet missed earnings estimates by a penny, they came in light, 8.7% year over year. and avnet's guidance, better than most people expecting. what worries me, avnet's weakness didn't come from europe, it didn't come from china, where many people are worried about the slowdown. the killer region was the americas. revenues down 14%, sequentially an
." [ female announcer ] e-trade was founded on the simple belief that bringing you better technology helps make you a better investor. with our revolutionary e-trade 360 dashboard you see exactly where your money is and what it's doing live. our e-trade pro platform offers powerful functionality that's still so usable you'll actually use it. and our mobile apps are the ultimate in wherever whenever investing. no matter what kind of investor you are, you'll find the technology to help you become a better one at e-trade. >>> good morning. hurricane sandy slamming into the east coast. winds are picking up and the rain is coming towards the new york city area. thousands have been evacuated from low lying areas. u.s. stock and option markets will be closed today and possibly tomorrow. bond markets will remain open until noon. and stocks are weaker across europe with the u.s. calling off equity trading. more worries about a rescue deal for spain. it's monday, october 29th, 2012. "squawk box" begins right now.
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